Original | Odaily Planet Daily (@OdailyChina)

Author | Asher (@Asher_ 0210 )

Last week's Meme holdings summary

ai16z series (ai16z, ELIZA, degenai)

Price Performance：

Regarding the three projects of the ai16z series, ai16z, ELIZA, and degenai, according to GMGN data, after a week, ai16z has risen nearly 140% compared to last week's recommendation (from a market cap of $380 million to $900 million); ELIZA has risen 130% (from $31 million market cap to $72 million); degenai's weekly increase is 26.8%.

Project Dynamics：

1. The first Solana AI hackathon is now online, and the AI Agent main track is supported by ai16z and the Solana Foundation.

The AI Agent main track is supported by ai16z and the Solana Foundation.

2. ai16z partner Shaw posted on X platform on December 10, stating that the AI agent pmairca is currently only engaged in automated trading but will soon engage in autonomous investment. It also stated that pmairca's goal is AGI (Artificial General Intelligence).

The AI agent pmairca will soon engage in autonomous investment.

3. The upcoming AI agent degenai, and the 8% generated by the ai16z DAO fund will be used for repurchasing degenai. Degenai is the only token on the whitelist of the foundation, indicating that it is prohibited from being sold.

Current View：

As the market cap of ai16z surpasses $900 million, it is attracting more and more attention. However, its ai16z series ELIZA and degenai are still considered early-stage projects. My personal conclusion is that degenai's market cap ceiling will be limited by ai16z, but ELIZA will not. Eliza is not only an all-purpose agent but also has Meme attributes, even being a spirit totem of ElizaOS.

MAX

Price Performance：

According to GMGN data, after a week, MAX has risen nearly 6 times compared to last week's recommendation (from a market cap of $2.2 million to $15 million);

Project Dynamics：

1. AI Agent Launchpad is about to launch, and MAX holders will receive a whitelist for projects launched on the Launchpad to participate in early purchases.

MAX holders will receive a whitelist for projects launched on the Launchpad.

2. A prediction market has been launched, where MAX tokens can be used to predict BTC trends at 5-minute intervals.

Current View：

The AI Agent Launchpad launched early this morning is a highlight, and holding MAX allows one to obtain whitelist qualifications for subsequent projects launched on this Launchpad. MAX can be understood as a 'golden shovel'; as long as the projects launched yield profits, the price of MAX tokens will continue to rise, forming a positive cycle. Currently, the project's focus is on the launch time of the platform and the performance of launched projects.

Others

In addition to the ai16z series and MAX mentioned above, during last week's crash, based on the bottom-fishing Meme strategy, I invested in BAN with a market cap of around $100 million. Currently, I am experiencing a slight loss and still holding. From yesterday's Meme rebound, it seems that 'hot money' is still concentrated in AI Meme-related concepts, so I do not plan to increase my position and will consider selling the majority of my holdings when BAN surges, focusing on AI Meme concepts and animal-themed Meme project concepts.

This Week's Key Focus List

WORM

Project Introduction：An AI project that allows human interaction with the brain of biological entities on the blockchain. DeepWorm is not an LLM or AI model, but a true 'Worm Brain', with its neural map measured through biological research and supported by the trusted execution environment infrastructure Oyster TEE of Marlin Protocol. The ultimate goal of DeepWorm is to achieve verifiable on-chain neural computation.

Reasons for Optimism：

1. AI + DeSci + Animal Concept. DeepWorm not only pioneered the track of digital life but also integrated narratives of artificial intelligence and decentralized science, and used images of 'worms', thus including animal-themed concepts.

2. Top-tier team strength. The core developers of DeepWorm come from the main team of @MarlinProtocol, and its open-source codebase can be viewed on GitHub (link: https://github.com/BrainsOnChain/DeepWorm). Moreover, on the first day of the CTO, @MarlinProtocol announced the partnership with Worm.

3. Key opinion leaders are backing it. Previously, BitMEX co-founder Arthur Hayes called out that 'WORM to a billy. (WORM is heading to a $1 billion market cap).' Currently, its market cap has fallen over 50% since Arthur Hayes's call, making it worth considering.

Arthur Hayes calls for WORM

Price Performance：According to GMGN data, WORM's market cap fell after exceeding $80 million, reaching a low of below $15 million, and is currently at $24 million.

Contract Address：

DwDtUqBZJtbRpdjsFw3N7YKB5epocSru25BGcVhfcYtg

Cheems

Project Introduction：Cheems initially launched on the zkSync mainnet and immediately conducted a 100% airdrop activity, with its market cap once rising to tens of millions of dollars, but as the enthusiasm declined, the market cap fell to less than one million dollars. After Cheems migrated to the BSC chain, it performed impressively again. It can be said that Cheems is currently the best-performing Meme project in the BNB Chain ecosystem.

Reasons for Optimism：

1. Leading Meme project in the BNB Chain ecosystem. From the perspectives of market cap, community enthusiasm, etc., Cheems can be considered the leading Meme project in the BNB Chain ecosystem. With Binance successively launching Cheems, KOMA, and other Meme projects in the BNB Chain ecosystem, it may indicate that the Meme boom in the BNB Chain is rising. While focusing on AI Meme concepts, having a small position in leading Meme projects in the BNB Chain ecosystem is a good strategy.

2. Good community atmosphere and strong prices. After experiencing a market cap crash to the range of $120 to $140 million on the day of Binance's 'mouse warehouse' incident, Cheems' price performance has been very strong (which made it impossible for me to catch the bottom at a $100 million market cap), and under the leadership of large holders, the community atmosphere is good.

Price Performance：

According to on-chain data, Cheems' market cap has fallen from a peak of over $280 million to the current market cap of $180 million.

Contract Address：

0x0DF0587216a4a1bB7d5082fdc491d93d2dD4B413

Others

After Coinbase launched Hippo MOODENG, it announced yesterday the launch of Squirrel PNUT, showing that Coinbase is embracing Memes, especially animal-themed Memes. Therefore, besides MOODENG and PNUT launched on Coinbase, other leading animal-themed Meme projects are also worth focusing on, which might become the next projects launched on Coinbase. Specifically noteworthy animal-themed Meme projects include: FLOKI, BRETT, DOG, Neiro (detailed analysis in the article: After PEPE, which animal-themed Meme will hit a market cap of 10 billion?)

Previous Focus List

Last week's Meme focus was on BAN and MAX, with 4 valuable experiences included.

Introducing a method for slow-handed Meme investors: How to ambush the next skyrocketing coin after a significant drop?